• Automate Enterprise codes


    The more transactions that are linked to Enterprise codes, the more useful Enterprise codes will be for analysing how each part of your business is performing.

    Tip: try to allocate an Enterprise to each transaction and budget item.

    Here are two ways to automate this process to make it quicker and easier.

    Allocate your transaction codes to an Enterprise

    Enterprise codes can be used in almost any screen of Cashmanager RURAL for your farm business. Allocate as many transaction codes as you can to an Enterprise so this happens automatically. Keep in mind that you cannot allocate the same transaction code to different enterprises.

    Follow these steps to allocate transaction codes to an Enterprise:

    1. From the transaction screen, click on Setup > Codes.
    2. Edit a Category Code or Extended Code you want to allocate an Enterprise Code to.
    3. Select the Enterprise code from the dropdown list.
    4. Click Ok to save the changes.

    Allocate Other Parties to autocode to an Enterprise

    If you manually enter transactions, setting your other parties to autocode to an enterprise is a quick process. Use this is if the other party is only used for the enterprise you want to set it to.

    Follow these steps to allocate other parties to an Enterprise:

    1. From the transaction screen, click on Setup > Other Party.
    2. Edit the other party you want to allocate an Enterprise Code to.
    3. Click on the Cashbook tab and select the Enterprise code from the drop down list.
    4. Click Ok to save the changes.

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